Filed March 25, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,249 | $81,248+212.9% | $155,509+63.5% | $80,856+214.4% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.4pp | 67.6%+28.9pp |
| Annual return | 12.38% | 33.31%-20.9pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,872 | $3,100+89.4% | $4,672+25.7% | $2,755+113.2% |
| Participant deferral / active EE | $6,909 | $3,452+100.2% | $5,626+22.8% | $4,296+60.8% |
| Admin fee / account holder | $10,731 | $7,997+34.2% | $15,912-32.6% | $6,918+55.1% |